McCloy Financial Services
Description
Address: 921 Chatham Ln #300, Columbus, OH 43221 Phone: (614) 457-6233Website: Hours: Place name: : Category: : : : : : Category: Insurance agency Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Add website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (1) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Mc Cloy Financial Services Posting publicly on the Web Write a review Reviews Be the first to review
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McCloy Financial Services Employees
Employee
Years
Job
Industry
Tom Skowron Tom Skowron's McCloy Financial Services Experience 1993 - 1995
Job Portfolio Specialist at Diamond Hill Capital Management, Inc.
Industry Investment Management
Experience
Diamond Hill Capital Management, Inc. February 2015 - Present
J.P. Morgan Asset Management June 2012 - January 2015
J.P. Morgan Asset Management April 1996 - June 2012
McCloy Financial Services 1993 - 1995
USMC April 1985 - September 1988
Skills
Portfolio Management, Alternative Investments, Investments, Asset Allocation, Hedge Funds, Investment Strategies, Fixed Income, Asset Management, New Business Development, Equities, Mutual Funds, Customer Relations, Investment Advisory, Private Equity, Risk Management, Pensions, Securities, Capital Markets, Emerging Markets, Series 7, Conflict Resolution
Education
The Ohio State University 1988 — 1991
BS in BA
Youngstown State University 1982 — 1984
Diamond Hill Capital Management, Inc. February 2015 - Present
J.P. Morgan Asset Management June 2012 - January 2015
J.P. Morgan Asset Management April 1996 - June 2012
McCloy Financial Services 1993 - 1995
USMC April 1985 - September 1988
Skills
Portfolio Management, Alternative Investments, Investments, Asset Allocation, Hedge Funds, Investment Strategies, Fixed Income, Asset Management, New Business Development, Equities, Mutual Funds, Customer Relations, Investment Advisory, Private Equity, Risk Management, Pensions, Securities, Capital Markets, Emerging Markets, Series 7, Conflict Resolution
Education
The Ohio State University 1988 — 1991
BS in BA
Youngstown State University 1982 — 1984
Scott Woodruff Scott Woodruff's McCloy Financial Services Experience 1992 - 1997
Job Director of Media & Motorsports at JEGS
Industry Automotive
Experience
JEGS January 1997 - Present
McCloy Financial Services 1992 - 1997
Skills
Public Relations, Promotions, Motorsports, Sports Marketing, Sponsorship, Motorsports Marketing, Media Relations, Brand Development, Marketing Strategy, Event Management, Advertising, Racing, Social Media, Digital Marketing, Social Media Marketing, Automotive, Press Releases, Social Networking, Brand Awareness, Product Marketing, Leadership, Online Marketing, Television, Brand Management, Relationship Marketing, Sports, Media Planning, Integrated Marketing, Online Advertising, Marketing, Radio, Marketing Communications, Sponsorship Activation, Digital Media, New Media, Sponsorship Sales, Facebook, Media Buying, SEO, Trade Shows, Publicity, Mobile Marketing, Corporate Communications, Content Strategy, Email Marketing, Partnership Marketing, Web Analytics, Digital Strategy, Direct Marketing, Newspapers
Education
Ashland University 1989 — 1992
Marketing
JEGS January 1997 - Present
McCloy Financial Services 1992 - 1997
Skills
Public Relations, Promotions, Motorsports, Sports Marketing, Sponsorship, Motorsports Marketing, Media Relations, Brand Development, Marketing Strategy, Event Management, Advertising, Racing, Social Media, Digital Marketing, Social Media Marketing, Automotive, Press Releases, Social Networking, Brand Awareness, Product Marketing, Leadership, Online Marketing, Television, Brand Management, Relationship Marketing, Sports, Media Planning, Integrated Marketing, Online Advertising, Marketing, Radio, Marketing Communications, Sponsorship Activation, Digital Media, New Media, Sponsorship Sales, Facebook, Media Buying, SEO, Trade Shows, Publicity, Mobile Marketing, Corporate Communications, Content Strategy, Email Marketing, Partnership Marketing, Web Analytics, Digital Strategy, Direct Marketing, Newspapers
Education
Ashland University 1989 — 1992
Marketing
David Becher David Becher's McCloy Financial Services Experience June 2009 - September 2009
Job Product/Market Senior Specialist Medical Consumables at Cardinal Health
Industry Hospital & Health Care
Experience
Cardinal Health December 2013 - Present
Cardinal Health February 2012 - December 2013
Cardinal Health August 2011 - February 2012
Muirfield Village Golf Club September 2010 - August 2011
The Ohio State University August 2005 - June 2010
McCloy Financial Services June 2009 - September 2009
Skills
Marketing, Microsoft Excel, Microsoft Office, Sales, Supply Chain Management, Microsoft Word, Inventory Management, Team Leadership, Microsoft Publisher, Business Objects, Result Oriented, Training, Healthcare, Customer Service, Hard Worker, Self-driven, LSS White-Belt Certified, Pay Close Attention to..., Salesforce.com
Education
The Ohio State University - The Max M. Fisher College of Business 2005 — 2010
Bachelor of Science, Marketing
Dublin Coffman High School 2004 — 2005
High School
St. Charles Preparatory 2002 — 2004
High School
Cardinal Health December 2013 - Present
Cardinal Health February 2012 - December 2013
Cardinal Health August 2011 - February 2012
Muirfield Village Golf Club September 2010 - August 2011
The Ohio State University August 2005 - June 2010
McCloy Financial Services June 2009 - September 2009
Skills
Marketing, Microsoft Excel, Microsoft Office, Sales, Supply Chain Management, Microsoft Word, Inventory Management, Team Leadership, Microsoft Publisher, Business Objects, Result Oriented, Training, Healthcare, Customer Service, Hard Worker, Self-driven, LSS White-Belt Certified, Pay Close Attention to..., Salesforce.com
Education
The Ohio State University - The Max M. Fisher College of Business 2005 — 2010
Bachelor of Science, Marketing
Dublin Coffman High School 2004 — 2005
High School
St. Charles Preparatory 2002 — 2004
High School
Nancy Pope Nancy Pope's McCloy Financial Services Experience March 2012 - December 2012
Job Financial Services Professional
Industry Financial Services
Experience
Self Employed January 2015 - Present
JPMorgan Chase January 2013 - January 2015
McCloy Financial Services March 2012 - December 2012
Merrill Lynch 2010 - 2011
National City Bank/PNC, Business Banking 2008 - 2010
National City Bank August 1993 - December 2008
Skills
Small Business Lending, Commercial Lending, Commercial Banking, Banking, Credit, Consumer Lending, Investments, Portfolio Management, Loans, Cash Management, Credit Analysis, Retail Banking, Sales, Customer Service, Financial Analysis, Wealth Management, Series 6, Life Insurance
Education
Franklin University
Bachelor of Science
Self Employed January 2015 - Present
JPMorgan Chase January 2013 - January 2015
McCloy Financial Services March 2012 - December 2012
Merrill Lynch 2010 - 2011
National City Bank/PNC, Business Banking 2008 - 2010
National City Bank August 1993 - December 2008
Skills
Small Business Lending, Commercial Lending, Commercial Banking, Banking, Credit, Consumer Lending, Investments, Portfolio Management, Loans, Cash Management, Credit Analysis, Retail Banking, Sales, Customer Service, Financial Analysis, Wealth Management, Series 6, Life Insurance
Education
Franklin University
Bachelor of Science
Christopher Bright's McCloy Financial Services Experience January 2010 - June 2012
Job Licensed Personal Banker and Investment Representative
Industry Financial Services
Experience
Meeder Investment Management July 2015 - Present
Fifth Third Securities June 2012 - July 2015
McCloy Financial Services January 2010 - June 2012
UBS Wealth Management August 2009 - January 2010
Skills
Strategic Financial..., Retirement Planning, Fixed Annuities, Investments, Wealth Management, Portfolio Management, Insurance, Financial Analysis, Finance, Business Planning, Financial Services, Retirement, Life Insurance, Disability Insurance, Financial Planners, Risk Management, Health Insurance, Strategic Planning, New Business Development, Banking, Securities, Financial Advisory, Loans, Mortgage Lending, Analysis, Employee Benefits, Asset Allocation
Education
Ohio University 2012 — 2016
Master's degree, Economics
The Ohio State University 2006 — 2010
Bachelors, Double Major in Economics and Communications
University of Salamanca, Spain
Languages and Business
Meeder Investment Management July 2015 - Present
Fifth Third Securities June 2012 - July 2015
McCloy Financial Services January 2010 - June 2012
UBS Wealth Management August 2009 - January 2010
Skills
Strategic Financial..., Retirement Planning, Fixed Annuities, Investments, Wealth Management, Portfolio Management, Insurance, Financial Analysis, Finance, Business Planning, Financial Services, Retirement, Life Insurance, Disability Insurance, Financial Planners, Risk Management, Health Insurance, Strategic Planning, New Business Development, Banking, Securities, Financial Advisory, Loans, Mortgage Lending, Analysis, Employee Benefits, Asset Allocation
Education
Ohio University 2012 — 2016
Master's degree, Economics
The Ohio State University 2006 — 2010
Bachelors, Double Major in Economics and Communications
University of Salamanca, Spain
Languages and Business
Pete Fuhlbrigge Pete Fuhlbrigge's McCloy Financial Services Experience April 1984 - July 2000
Job Senior Vice President at Capital City Securities
Industry Investment Management
Experience
Capital City Securities November 2010 - Present
Raymond James Financial Services Inc. Member FINRA/SIPC August 2000 - November 2010
Raymond James Financial Services 2000 - November 2010
McCloy Financial Services April 1984 - July 2000
Education
The Ohio State University 1976 — 1981
The Ohio State University Fisher College of Business 1976 — 1981
Business Admin, Finance
Capital City Securities November 2010 - Present
Raymond James Financial Services Inc. Member FINRA/SIPC August 2000 - November 2010
Raymond James Financial Services 2000 - November 2010
McCloy Financial Services April 1984 - July 2000
Education
The Ohio State University 1976 — 1981
The Ohio State University Fisher College of Business 1976 — 1981
Business Admin, Finance
Wes Comer Wes Comer's McCloy Financial Services Experience June 2007 - February 2009
Job Senior Account Recruiting Manager, Public Speaker
Industry Staffing and Recruiting
Experience
Aerotek July 2011 - Present
JP Morgan Chase January 2010 - May 2011
Huntington National Bank June 2009 - November 2009
McCloy Financial Services June 2007 - February 2009
The Ohio State University September 2005 - June 2008
University of Tennessee August 2004 - September 2005
Skills
Investments, Public Speaking, Social Media, Blogging, Life Insurance, Technical Recruiting, Applicant Tracking..., Recruiting, Resume Writing, Talent Acquisition, College Recruiting, Temporary Placement, Internet Recruiting, Networking, Interviews, Finance, Onboarding, Cold Calling, Building Relationships, Employee Relations, Staffing Services, Temporary Staffing, Leadership, Contract Recruitment, Training, Screening, Sourcing, Talent Management, Screening Resumes, Employee Benefits, Benefits Negotiation, Permanent Placement, Fundraising, Executive Search, New Hire Orientations, Job Fairs, Human Resources, Hiring
Education
The Ohio State University 2005 — 2008
Bachelor's, Finance
University of Tennessee-Knoxville 2004 — 2005
Accounting
Portage Northern High School 2000 — 2004
Accounting
Aerotek July 2011 - Present
JP Morgan Chase January 2010 - May 2011
Huntington National Bank June 2009 - November 2009
McCloy Financial Services June 2007 - February 2009
The Ohio State University September 2005 - June 2008
University of Tennessee August 2004 - September 2005
Skills
Investments, Public Speaking, Social Media, Blogging, Life Insurance, Technical Recruiting, Applicant Tracking..., Recruiting, Resume Writing, Talent Acquisition, College Recruiting, Temporary Placement, Internet Recruiting, Networking, Interviews, Finance, Onboarding, Cold Calling, Building Relationships, Employee Relations, Staffing Services, Temporary Staffing, Leadership, Contract Recruitment, Training, Screening, Sourcing, Talent Management, Screening Resumes, Employee Benefits, Benefits Negotiation, Permanent Placement, Fundraising, Executive Search, New Hire Orientations, Job Fairs, Human Resources, Hiring
Education
The Ohio State University 2005 — 2008
Bachelor's, Finance
University of Tennessee-Knoxville 2004 — 2005
Accounting
Portage Northern High School 2000 — 2004
Accounting
Lynn Sautter Beal's McCloy Financial Services Experience June 2000 - July 2002
Job VP, Portfolio Manager, U.S. National Trust at J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan June 2011 - Present
Franklin County Republican Party August 2008 - Present
OhioHealth Corporation September 2008 - June 2011
Morgan Stanley Smith Barney, Graystone Consulting July 2006 - September 2008
Meeder Financial December 2003 - July 2006
Columbus City Auditor 2005 - 2005
Raymond James Financial Services July 2002 - June 2003
McCloy Financial Services June 2000 - July 2002
Education
Otterbein University
Bachelor of Arts (B.A.), Business Administration, Magna Cum Laude with Departmental Honors
The Ohio State University
Economics
Northwestern University 2015 — 2018
Master of Science (M.S.), Predictive Analytics
J.P. Morgan June 2011 - Present
Franklin County Republican Party August 2008 - Present
OhioHealth Corporation September 2008 - June 2011
Morgan Stanley Smith Barney, Graystone Consulting July 2006 - September 2008
Meeder Financial December 2003 - July 2006
Columbus City Auditor 2005 - 2005
Raymond James Financial Services July 2002 - June 2003
McCloy Financial Services June 2000 - July 2002
Education
Otterbein University
Bachelor of Arts (B.A.), Business Administration, Magna Cum Laude with Departmental Honors
The Ohio State University
Economics
Northwestern University 2015 — 2018
Master of Science (M.S.), Predictive Analytics
Dan Lehmann Dan Lehmann's McCloy Financial Services Experience 2011 - April 2012
Job Financial Representative at Sentz Financial Services, LLC
Industry Financial Services
Experience
Sentz Financial Services April 2012 - Present
McCloy Financial Services 2011 - April 2012
Stifel Nicolaus 2007 - 2010
Gordon Flesch Company 2002 - 2006
Skills
Finance, Investments, Series 7, Series 63, Insurance, Strategic Financial..., Fixed Annuities, Retirement Planning, Sales, Retirement, Financial Analysis, Asset Allocation, Portfolio Management
Education
Indiana University Bloomington 1995 — 2001
BS, Business Process Management, International Business, Economics
Albert-Ludwigs-Universität Freiburg im Breisgau 1998 — 1998
Sylvania Northview HS 1992 — 1995
diploma
Sentz Financial Services April 2012 - Present
McCloy Financial Services 2011 - April 2012
Stifel Nicolaus 2007 - 2010
Gordon Flesch Company 2002 - 2006
Skills
Finance, Investments, Series 7, Series 63, Insurance, Strategic Financial..., Fixed Annuities, Retirement Planning, Sales, Retirement, Financial Analysis, Asset Allocation, Portfolio Management
Education
Indiana University Bloomington 1995 — 2001
BS, Business Process Management, International Business, Economics
Albert-Ludwigs-Universität Freiburg im Breisgau 1998 — 1998
Sylvania Northview HS 1992 — 1995
diploma
Teresa Russell Teresa Russell's McCloy Financial Services Experience July 2008 - December 2013
Job Wealth Advisor | Financial Advisor at Haller Wealth Management Group I help people plan for their financial future
Industry Financial Services
Experience
Haller Wealth Management Group July 2015 - Present
Stratos Wealth Partners January 2014 - July 2015
NAWBO 2008 - 2015
McCloy Financial Services July 2008 - December 2013
Independent Consultant - Sales Recruiting 2005 - 2008
Courtney Services June 2002 - December 2004
Skills
Strategic Planning, Financial Services, Disability Insurance, IRAs, Insurance, Leadership, Team Building, Customer Service, Business Development, Sales Management, Life Insurance, Public Speaking, Entrepreneurship, Small Business
Education
The Ohio State University 1980 — 1984
Hoover High School
Hoover High School
Haller Wealth Management Group July 2015 - Present
Stratos Wealth Partners January 2014 - July 2015
NAWBO 2008 - 2015
McCloy Financial Services July 2008 - December 2013
Independent Consultant - Sales Recruiting 2005 - 2008
Courtney Services June 2002 - December 2004
Skills
Strategic Planning, Financial Services, Disability Insurance, IRAs, Insurance, Leadership, Team Building, Customer Service, Business Development, Sales Management, Life Insurance, Public Speaking, Entrepreneurship, Small Business
Education
The Ohio State University 1980 — 1984
Hoover High School
Hoover High School
LeeAnn Putnam LeeAnn Putnam's McCloy Financial Services Experience April 1991 - April 1999
Job Small Business Support Specialist
Industry Financial Services
Experience
LeeAnn Putnam 2009 - Present
MGI Communities April 2007 - June 2011
Shore Morgan Young March 2007 - March 2008
Principal Financial Group September 2005 - March 2007
Nationwide Insurance September 2000 - September 2005
MetLife April 1999 - January 2000
McCloy Financial Services April 1991 - April 1999
Prudential Financial August 1990 - April 1991
Skills
Project Management, CRM, Travel Planning, Business, Sales, Project Planning, Sales Management, Data Entry, Administrative..., Email Marketing, Outlook, Management, Public Relations, Training, Social Media Marketing, Event Planning, Life Insurance, Small Business, Facebook, Insurance, Event Management, Entrepreneurship, Virtual Assistance, Financial Services, Time Management, Executive..., Microsoft Excel, Online Research, Microsoft Word, Newsletters, Marketing, Social Networking, Customer Service, Office Administration, New Business Development, Salesforce.com, Spreadsheets, Administration, Sales Operations, Team Building, Leadership, Microsoft Office, PowerPoint, Invoicing, Social Media, Budgets, Online Marketing, MailChimp, Constant Contact
Education
AssistU 2008 — 2008
Life Office Management Association 2001 — 2001
FLMI (Fellow, Life Management Institute)
Bowling Green State University
BS in Education, Business Education
LeeAnn Putnam 2009 - Present
MGI Communities April 2007 - June 2011
Shore Morgan Young March 2007 - March 2008
Principal Financial Group September 2005 - March 2007
Nationwide Insurance September 2000 - September 2005
MetLife April 1999 - January 2000
McCloy Financial Services April 1991 - April 1999
Prudential Financial August 1990 - April 1991
Skills
Project Management, CRM, Travel Planning, Business, Sales, Project Planning, Sales Management, Data Entry, Administrative..., Email Marketing, Outlook, Management, Public Relations, Training, Social Media Marketing, Event Planning, Life Insurance, Small Business, Facebook, Insurance, Event Management, Entrepreneurship, Virtual Assistance, Financial Services, Time Management, Executive..., Microsoft Excel, Online Research, Microsoft Word, Newsletters, Marketing, Social Networking, Customer Service, Office Administration, New Business Development, Salesforce.com, Spreadsheets, Administration, Sales Operations, Team Building, Leadership, Microsoft Office, PowerPoint, Invoicing, Social Media, Budgets, Online Marketing, MailChimp, Constant Contact
Education
AssistU 2008 — 2008
Life Office Management Association 2001 — 2001
FLMI (Fellow, Life Management Institute)
Bowling Green State University
BS in Education, Business Education
Jeffrey Logan Jeffrey Logan's McCloy Financial Services Experience January 2000 - October 2013
Job Managing Sales Director at MetLife Premier Client Group of Ohio
Industry Financial Services
Experience
Logan Family Foundation 2004 - Present
MetLife Premier Client Group of Ohio January 2015 - Present
New England Financial February 1980 - December 2014
McCloy Financial Services January 2000 - October 2013
Education
The Ohio State University 1974 — 1978
B.A., Journalism and Public Relations
Logan Family Foundation 2004 - Present
MetLife Premier Client Group of Ohio January 2015 - Present
New England Financial February 1980 - December 2014
McCloy Financial Services January 2000 - October 2013
Education
The Ohio State University 1974 — 1978
B.A., Journalism and Public Relations
Robert Freed's McCloy Financial Services Experience December 1981 - July 2009
Job Attorney
Industry Legal Services
Experience
Robert P. Freed, Attorney November 2003 - Present
McCloy Financial Services December 1981 - July 2009
Skills
Retirement Planning, Retirement, Financial Advisory, Employee Benefits, Small Business, Financial Services, Finance, Estate Planning, ERISA, Strategic Financial..., Insurance, Wealth Management, Trusts, Investments, Securities, Health Insurance, Financial Planning, Charitable Trusts, Revocable Trusts, Probate Administration, Family Business, Special needs trusts..., Succession Planning
Education
Capital University 1998 — 2002
Doctor of Law (J.D.), Law
The Ohio State University 1976 — 1980
Economics
The American College
Master of Science (M.S.), Financial Services
Robert P. Freed, Attorney November 2003 - Present
McCloy Financial Services December 1981 - July 2009
Skills
Retirement Planning, Retirement, Financial Advisory, Employee Benefits, Small Business, Financial Services, Finance, Estate Planning, ERISA, Strategic Financial..., Insurance, Wealth Management, Trusts, Investments, Securities, Health Insurance, Financial Planning, Charitable Trusts, Revocable Trusts, Probate Administration, Family Business, Special needs trusts..., Succession Planning
Education
Capital University 1998 — 2002
Doctor of Law (J.D.), Law
The Ohio State University 1976 — 1980
Economics
The American College
Master of Science (M.S.), Financial Services
Shelly Higdon Shelly Higdon's McCloy Financial Services Experience April 1986 - 1992
Job Secretary at Fayette memorial Hospital
Industry Hospital & Health Care
Experience
Roberts Insurance Agency April 2015 - Present
Fayette memorial Hospital March 2006 - March 2014
McCloy Financial Services April 1986 - 1992
Skills
Healthcare, Hospitals, Medical Terminology, Healthcare Management, EMR, HIPAA, PowerPoint, Cpr Certified, Customer Service, BLS, Meditech, Medical Coding
Education
Ohio Christian University 2012 — 2016
Bachelor's Degree, Business Managment and Hospital Administration
Hondros College of Business 2013 — 2013
Property and Casualty Class, Certification for Property and Casualty License
Roberts Insurance Agency April 2015 - Present
Fayette memorial Hospital March 2006 - March 2014
McCloy Financial Services April 1986 - 1992
Skills
Healthcare, Hospitals, Medical Terminology, Healthcare Management, EMR, HIPAA, PowerPoint, Cpr Certified, Customer Service, BLS, Meditech, Medical Coding
Education
Ohio Christian University 2012 — 2016
Bachelor's Degree, Business Managment and Hospital Administration
Hondros College of Business 2013 — 2013
Property and Casualty Class, Certification for Property and Casualty License
Kelley King Kelley King's McCloy Financial Services Experience July 1987 - March 1995
Job Vice President at SG Financial Services, LLC
Industry Financial Services
Experience
SG Financial Services, LLC December 2013 - Present
Plante Moran April 2008 - November 2013
King Dodson Armstrong Financial Advisors August 2002 - April 2008
Ascend Advisory Group March 1995 - August 2002
McCloy Financial Services July 1987 - March 1995
Financial Service Group June 1982 - July 1987
Skills
Succession Planning, Advisory Boards, Estate Planning, Wealth Management, Life Insurance..., High Net Worth..., Retirement, Tax, Financial Planning
Education
The Ohio State University 1978 — 1982
BS BA, Finance
The American College 1982 — 1985
CLU, ChFC, Finance
The Strategic Coach 1997 — 2001
Value Creation
Newark High School 1975 — 1978
SG Financial Services, LLC December 2013 - Present
Plante Moran April 2008 - November 2013
King Dodson Armstrong Financial Advisors August 2002 - April 2008
Ascend Advisory Group March 1995 - August 2002
McCloy Financial Services July 1987 - March 1995
Financial Service Group June 1982 - July 1987
Skills
Succession Planning, Advisory Boards, Estate Planning, Wealth Management, Life Insurance..., High Net Worth..., Retirement, Tax, Financial Planning
Education
The Ohio State University 1978 — 1982
BS BA, Finance
The American College 1982 — 1985
CLU, ChFC, Finance
The Strategic Coach 1997 — 2001
Value Creation
Newark High School 1975 — 1978
Kimberly Bauer-Gonzales's McCloy Financial Services Experience 2002 - 2002
Job Personal Lines Sales Representative for State Auto Insurance Companies
Industry Insurance
Experience
State Auto Insurance December 2011 - Present
State Auto Insurance 2009 - January 2013
State Auto Insurance Companies August 2009 - December 2011
Celina Insurance Group 2003 - 2008
McCloy Financial Services 2002 - 2002
State Auto Insurance Companies 1994 - 2002
Skills
Northwest Ohio Personal..., Insurance, Commercial Lines, General Insurance, Commercial Insurance, Casualty, Liability, Property & Casualty..., Underwriting, Sales, Marketing, New Business Development, Training, Umbrella Insurance
Education
University of Phoenix 2009 — 2010
MBA, Business Administration
The Ohio State University 1991 — 1997
Bachelor of Arts, Psychology
State Auto Insurance December 2011 - Present
State Auto Insurance 2009 - January 2013
State Auto Insurance Companies August 2009 - December 2011
Celina Insurance Group 2003 - 2008
McCloy Financial Services 2002 - 2002
State Auto Insurance Companies 1994 - 2002
Skills
Northwest Ohio Personal..., Insurance, Commercial Lines, General Insurance, Commercial Insurance, Casualty, Liability, Property & Casualty..., Underwriting, Sales, Marketing, New Business Development, Training, Umbrella Insurance
Education
University of Phoenix 2009 — 2010
MBA, Business Administration
The Ohio State University 1991 — 1997
Bachelor of Arts, Psychology
Whitney T. Logan,CLU,ChFC,CFP's McCloy Financial Services Experience January 1985 - September 1999
Job CFP at Raymond James Financial Services
Industry Financial Services
Experience
Logan Financial Group, LLC (An Independent Firm) 1999 - Present
Raymond James Financial Services, Inc., Member FINRA/SIPC 1999 - Present
Financial Planning Association 1999 - Present
Raymond James Financial Services Inc. 1999 - Present
McCloy Financial Services January 1985 - September 1999
Skills
Portfolio Management, Strategic Financial..., Retirement Planning, Financial Advisory, Financial Services, Securities, Investments, Wealth Management, Estate Planning, Finance, Investment Advisory, Asset Management, Retirement, Series 7, Insurance
Education
The Ohio State University 1980 — 1984
BS in Business Administration, Business/Financial Planning
North Canton Hoover High School
Logan Financial Group, LLC (An Independent Firm) 1999 - Present
Raymond James Financial Services, Inc., Member FINRA/SIPC 1999 - Present
Financial Planning Association 1999 - Present
Raymond James Financial Services Inc. 1999 - Present
McCloy Financial Services January 1985 - September 1999
Skills
Portfolio Management, Strategic Financial..., Retirement Planning, Financial Advisory, Financial Services, Securities, Investments, Wealth Management, Estate Planning, Finance, Investment Advisory, Asset Management, Retirement, Series 7, Insurance
Education
The Ohio State University 1980 — 1984
BS in Business Administration, Business/Financial Planning
North Canton Hoover High School
Cort Bradbury's McCloy Financial Services Experience 2000 - 2005
Job Financial Advisor with 20+ years of experience
Industry Financial Services
Experience
Heritage Wealth Partners November 2014 - Present
NAIFA-Columbus and NAIFA-Ohio 2000 - Present
Principal Financial Group June 2005 - October 2014
McCloy Financial Services 2000 - 2005
New England Financial 1995 - 2005
Skills
Finance, Sales, Risk Management, Series 24, Portfolio Management, Brokers, Financial Analysis, FINRA, Property & Casualty..., Strategic Planning, Small Business, Commercial Insurance, Investment Management, General Insurance, Alternative Investments, Team Building, Succession Planning, Public Speaking, Coaching, Leadership Development
Education
The American College 2011 — 2013
CLF, Chartered Leadership Fellow
LILI 2006 — 2006
Leadership in Life Institute
The American College 1999 — 2003
CLU, Chartered Life Underwriter
Centre College 1978 — 1982
BA, English
Heritage Wealth Partners November 2014 - Present
NAIFA-Columbus and NAIFA-Ohio 2000 - Present
Principal Financial Group June 2005 - October 2014
McCloy Financial Services 2000 - 2005
New England Financial 1995 - 2005
Skills
Finance, Sales, Risk Management, Series 24, Portfolio Management, Brokers, Financial Analysis, FINRA, Property & Casualty..., Strategic Planning, Small Business, Commercial Insurance, Investment Management, General Insurance, Alternative Investments, Team Building, Succession Planning, Public Speaking, Coaching, Leadership Development
Education
The American College 2011 — 2013
CLF, Chartered Leadership Fellow
LILI 2006 — 2006
Leadership in Life Institute
The American College 1999 — 2003
CLU, Chartered Life Underwriter
Centre College 1978 — 1982
BA, English
Chris Butcher's McCloy Financial Services Experience June 2004 - March 2005
Job Managing Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2014 - Present
Principal Financial Group October 2011 - Present
Huntington National Bank February 2010 - October 2011
Huntington National Bank December 2008 - January 2010
Huntington National Bank March 2005 - December 2008
McCloy Financial Services June 2004 - March 2005
Skills
Series 7, Series 63, Variable Annuities, Series 6, Fixed Annuities, Estate Planning, Asset Allocation, Buy-sell Agreements, Buy-Sell Review, Charitable Giving, Business Overhead..., College Funding..., Deferred Compensation..., Disability Income..., Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., Roth IRA, Traditional IRA, Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation
Education
Otterbein College 2001 — 2005
Bachelor of Science, Finance
Principal Financial Group March 2014 - Present
Principal Financial Group October 2011 - Present
Huntington National Bank February 2010 - October 2011
Huntington National Bank December 2008 - January 2010
Huntington National Bank March 2005 - December 2008
McCloy Financial Services June 2004 - March 2005
Skills
Series 7, Series 63, Variable Annuities, Series 6, Fixed Annuities, Estate Planning, Asset Allocation, Buy-sell Agreements, Buy-Sell Review, Charitable Giving, Business Overhead..., College Funding..., Deferred Compensation..., Disability Income..., Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., Roth IRA, Traditional IRA, Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation
Education
Otterbein College 2001 — 2005
Bachelor of Science, Finance
Michael Kathary's McCloy Financial Services Experience May 2012 - August 2012
Job Relocation Specialist at Citi Habitats
Industry Financial Services
Experience
Citi Habitats September 2014 - Present
KADA Property Management December 2009 - May 2014
Morgan Stanley January 2013 - April 2013
McCloy Financial Services May 2012 - August 2012
Wedgewood Country Club May 2009 - September 2009
Skills
Management, Accounts Payable, Finance, Office Management, Leases, Managerial Finance, Tenant, Microsoft Excel, Accounting, Microsoft Office, PowerPoint
Education
Ohio Northern University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Youngstown State University 2008 — 2009
Finance
Citi Habitats September 2014 - Present
KADA Property Management December 2009 - May 2014
Morgan Stanley January 2013 - April 2013
McCloy Financial Services May 2012 - August 2012
Wedgewood Country Club May 2009 - September 2009
Skills
Management, Accounts Payable, Finance, Office Management, Leases, Managerial Finance, Tenant, Microsoft Excel, Accounting, Microsoft Office, PowerPoint
Education
Ohio Northern University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Youngstown State University 2008 — 2009
Finance